Samuel Dechtman, financial advisor Centennial CO
93 score

Samuel Dechtman

CRD Number: 6235573
Current Firm: Securities America Advisors, Inc.

Samuel Dechtman (CRD# 6235573) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Centennial, CO and has over 3 years of experience in the finance industry. Samuel Dechtman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securities America Advisors Centennial, CO Jul 2017 - Current < 1
Securities America, Inc. Centennial, CO Jul 2017 - Current < 1
Unemployed Greenwood Village, CO May 2017 - Jul 2017 < 1
Nuveen Investments Chicago, IL Jun 2014 - May 2017 2
Securities America Inc. Centennial, CO Aug 2013 - Jun 2014 < 1
University Of Wisconsin-madison Madison, WI Aug 2010 - May 2014 3
Envestnet Chicago, IL Jun 2013 - Aug 2013 < 1
Chasers Bar & Grill Madison, WI May 2012 - Aug 2012 < 1
Jay's Valet Denver, CO Jun 2011 - Aug 2011 < 1
Cherry Creek High School Greenwood Village, CO Aug 2006 - May 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Samuel Dechtman
Phone Number: 402-399-9111
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    15,610
    MILLIONS
  • Total Number of Accounts
    105,891
    ACCOUNTS
  • Average Account Value
    $147,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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